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Navigate to INFlow > INFlow Approval > Approve AP Transactions (New)
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Filtering the list view
Fill-out any of the search criteria and click “Filter Results”. The list will refresh and will display transactions that match the search criteria.
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The transaction view allows the user to review the details of the transaction in NetSuite alongside the PDF file reference.
From There are three ways for the user to access the transaction view from the INFlow portal Approve AP Transactions (New) page.
Click View or Edit on any of the transactions in the list.
View
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View Button
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Clicking the View button will open the transaction to a new tab in view mode. The “Edit” button is also available on view mode if the .
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View Transactions Button
The user selects each transaction that they want to view. After selecting the transactions, the user clicks the View Transaction button. The user is redirected to the transaction view and the first selected transaction is displayed.
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Previous and Next Buttons
The previous and next buttons are represented by the left and right action buttons respectively. These buttons are located in the upper right corner of the transaction view.
Clicking on the Previous button will bring the user to the previous unapproved transaction in the approval queue.
Clicking on the Next button will bring the user to the next unapproved transaction in the approval queue.
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| Info |
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The Previous button will not be displayed if the user is viewing the first transaction in the approval queue. The Next button will not be displayed if the user is viewing the last transaction in the approval queue. |
Edit Button
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Clicking edit the Edit button will open the transaction to a new tab in edit mode. The “Save” button is available on edit mode. The user will have the ability to make changes to the editable fields of the transaction.
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| Note |
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Important: Do not forget to click the “Save” “Save” button after making changes to the transaction. |
Approve Bill Button
Click the Approve or Approve Next button.
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After the page reloads, the INFlow approval buttons will no longer be displayed for the current user, the approval status and the Approval History will be updated.
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Reject Bill Button
Click the Reject button.
The page will process the rejection and display an Information notice telling the user not to refresh the transaction until it reloads.
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